See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,428 | $53,162-89.8% | $91,220-94.0% | $68,494-92.1% |
| Participation rate | 94.7% | 63.2%+31.5pp | 73.2%+21.5pp | 67.9%+26.8pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,155 | $1,709+26.1% | $2,850-24.4% | $2,596-17.0% |
| Participant deferral / active EE | $2,547 | $2,974-14.3% | $4,234-39.8% | $4,027-36.8% |
| Admin fee / account holder | $75 | $4,493-98.3% | $5,420-98.6% | $5,403-98.6% |